| G通用动力VTI |
| 23.92% | 26.3% | $1.52亿 | 41.0万股 | $1.27亿 | 39.7万股 | +1.3万股+3.32% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 22.65% | 24.41% | $1.44亿 | 425.0万股 | $1.18亿 | 406.1万股 | +18.8万股+4.64% | 加仓 |
| I景顺QQQ信托VOO |
| 12.65% | 12.88% | $8,033.6万 | 10.9万股 | $6,242.8万 | 10.8万股 | +933股+0.86% | 加仓 |
| S嘉信策略信托SCHD |
| 11.68% | 14.48% | $7,418.0万 | 233.9万股 | $7,018.5万 | 228.8万股 | +5.2万股+2.26% | 加仓 |
| S嘉信·USSCHA |
| 8.69% | 9% | $5,515.4万 | 152.7万股 | $4,364.3万 | 150.1万股 | +2.6万股+1.72% | 加仓 |
 苹果AAPL |
| 1.61% | 0.69% | $1,019.8万 | 3.5万股 | $336.2万 | 1.3万股 | +2.2万股+166.07% | 加仓 |
 英伟达NVDA |
| 1.25% | 0.8% | $793.6万 | 4.0万股 | $389.7万 | 2.2万股 | +1.7万股+77.51% | 加仓 |
 微软MSFT |
| 0.83% | 0.52% | $528.8万 | 1.4万股 | $252.1万 | 6,810股 | +7,366股+108.16% | 加仓 |
 亚马逊AMZN |
| 0.66% | 0.41% | $417.5万 | 1.8万股 | $199.3万 | 9,568股 | +7,948股+83.07% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.32% | $367.7万 | 1.0万股 | $155.1万 | 5,393股 | +4,896股+90.78% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYT |
| 0.5% | — | $315.0万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 博通AVGO |
| 0.49% | 0.29% | $311.7万 | 8,250股 | $142.4万 | 4,602股 | +3,648股+79.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.29% | $297.0万 | 8,405股 | $142.4万 | 4,965股 | +3,440股+69.28% | 加仓 |
 礼来LLY |
| 0.46% | 0.13% | $290.6万 | 2,423股 | $61.1万 | 664股 | +1,759股+264.91% | 加仓 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 0.38% | — | $242.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 Meta平台META |
| 0.35% | 0.24% | $219.2万 | 3,891股 | $115.9万 | 2,026股 | +1,865股+92.05% | 加仓 |
 摩根大通JPM |
| 0.34% | 0.19% | $217.9万 | 6,656股 | $91.5万 | 3,112股 | +3,544股+113.88% | 加仓 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 0.32% | 0.24% | $205.9万 | 3.2万股 | $118.7万 | 1.9万股 | +1.4万股+73.28% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.19% | $203.1万 | 4,829股 | $93.2万 | 2,506股 | +2,323股+92.70% | 加仓 |
| AAIM ETF PRODUCTS TRUSTSIXD |
| 0.32% | — | $201.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.18% | $200.8万 | 4,012股 | $89.5万 | 1,868股 | +2,144股+114.78% | 加仓 |
 强生JNJ |
| 0.27% | 0.14% | $172.4万 | 6,790股 | $66.0万 | 2,701股 | +4,089股+151.39% | 加仓 |
 美光科技MU |
| 0.25% | 0.08% | $159.1万 | 1,378股 | $37.1万 | 1,099股 | +279股+25.39% | 加仓 |
| I景顺自营指数基金BSCX |
| 0.23% | 0.22% | $147.9万 | 7.0万股 | $106.1万 | 5.0万股 | +2.0万股+40.12% | 加仓 |
 埃克森美孚XOM |
| 0.23% | 0.14% | $147.8万 | 1.1万股 | $68.9万 | 4,059股 | +6,755股+166.42% | 加仓 |
| I景顺自营指数基金BSCY |
| 0.23% | 0.22% | $147.8万 | 7.2万股 | $106.7万 | 5.2万股 | +2.0万股+38.66% | 加仓 |
| I景顺自营指数基金BSCV |
| 0.23% | 0.22% | $147.0万 | 9.0万股 | $106.6万 | 6.5万股 | +2.5万股+38.61% | 加仓 |
 应用材料AMAT |
| 0.23% | 0.06% | $147.0万 | 2,033股 | $28.4万 | 831股 | +1,202股+144.65% | 加仓 |
| I景顺自营指数基金BSCW |
| 0.23% | 0.22% | $145.1万 | 7.1万股 | $107.1万 | 5.2万股 | +1.9万股+36.07% | 加仓 |
| IINVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZ |
| 0.23% | 0.22% | $145.1万 | 7.1万股 | $105.9万 | 5.2万股 | +1.9万股+37.37% | 加仓 |
| I景顺自营指数基金BSCU |
| 0.23% | 0.22% | $143.7万 | 8.6万股 | $106.4万 | 6.4万股 | +2.3万股+35.68% | 加仓 |
| BBANK OF AMERBAC |
| 0.2% | 0.11% | $125.2万 | 2.2万股 | $54.7万 | 1.1万股 | +1.1万股+96.05% | 加仓 |
 沃尔玛WMT |
| 0.2% | 0.13% | $124.8万 | 1.1万股 | $64.3万 | 5,172股 | +5,845股+113.01% | 加仓 |
 泛林集团LRCX |
| 0.19% | 0.08% | $119.9万 | 2,768股 | $40.0万 | 1,871股 | +897股+47.94% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 0.19% | 0.13% | $119.8万 | 5.9万股 | $64.1万 | 3.0万股 | +2.8万股+92.98% | 加仓 |
 VisaV |
| 0.19% | 0.11% | $119.0万 | 3,469股 | $55.4万 | 1,832股 | +1,637股+89.36% | 加仓 |
 卡特彼勒CAT |
| 0.19% | 0.07% | $118.8万 | 1,116股 | $35.6万 | 502股 | +614股+122.31% | 加仓 |
 英特尔INTC |
| 0.18% | 0.04% | $113.6万 | 8,133股 | $21.8万 | 4,933股 | +3,200股+64.87% | 加仓 |
| EELEVATION SERIES TRUSTONEZ |
| 0.18% | 0.11% | $111.6万 | 4.0万股 | $51.7万 | 2.1万股 | +2.0万股+95.72% | 加仓 |
 AMD超威AMD |
| 0.17% | 0.08% | $110.8万 | 1,907股 | $39.2万 | 1,926股 | -19股-0.99% | 减仓 |
 GE航空GE |
| 0.17% | 0.07% | $109.7万 | 2,935股 | $33.9万 | 1,196股 | +1,739股+145.40% | 加仓 |
 雪佛龙CVX |
| 0.17% | 0.13% | $106.1万 | 6,400股 | $62.6万 | 3,025股 | +3,375股+111.57% | 加仓 |
 家得宝HD |
| 0.16% | 0.09% | $102.1万 | 2,895股 | $41.3万 | 1,256股 | +1,639股+130.49% | 加仓 |
 思科CSCO |
| 0.16% | 0.09% | $99.0万 | 8,427股 | $44.1万 | 5,686股 | +2,741股+48.21% | 加仓 |
 高盛GS |
| 0.15% | 0.1% | $97.0万 | 959股 | $48.4万 | 572股 | +387股+67.66% | 加仓 |
 好市多COST |
| 0.15% | 0.09% | $96.7万 | 1,034股 | $44.0万 | 442股 | +592股+133.94% | 加仓 |
 安费诺APH |
| 0.15% | 0.05% | $95.8万 | 5,434股 | $26.3万 | 2,080股 | +3,354股+161.25% | 加仓 |
 可口可乐KO |
| 0.15% | 0.09% | $93.0万 | 1.1万股 | $43.9万 | 5,776股 | +5,665股+98.08% | 加仓 |
 艾伯维ABBV |
| 0.15% | 0.08% | $92.7万 | 3,686股 | $39.6万 | 1,823股 | +1,863股+102.19% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.14% | 0.13% | $89.1万 | 4.8万股 | $64.8万 | 3.5万股 | +1.3万股+38.13% | 加仓 |
